Filed November 17, 2021 (most recent of 3 filings on file)
Total covered: 2 employees
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| Provider | Service type | Compensation |
|---|---|---|
Filed as: FIDELITY INV INST OPER COMPANY INC. Service code 60 · EIN 04-2647786 | Sub-TA Fees | $4,774 |
Filed as: ANGELL PENSION GROUP, INC Service code 10 · EIN 04-2530412 | Accounting | $3,902 |
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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $106,485 | $94,836+12.3% | $75,728+40.6% | $86,828+22.6% |
| Participation rate | 100.0% | 79.1%+20.9pp | 74.8%+25.2pp | 72.3%+27.7pp |
| Annual return | 29.82% | 16.90%+12.9pp | 104.66%-74.8pp | 97.95%-68.1pp |
| Employer contribution / active EE | $10,942 | $2,908+276.3% | $2,743+298.9% | $2,406+354.7% |
| Participant deferral / active EE | $0 | $3,632-100.0% | $3,820-100.0% | $4,132-100.0% |
| Admin fee / account holder | $9 | $108-92.1% | $3,620-99.8% | $170-95.0% |